Mutual Funds Articles

With increasing application of payments digitization for different types of transactions in the financial services domain, online transactions in the mutual fund industry is increasingly gaining currency. Based on our interaction with both...

Large and Midcap market segment refers to the top 250 companies by market capitalization. The top 100 companies by market capitalization are large cap companies, while the next 150 companies are classified as midcaps. Mutual...

10,000 crore AUM is an important landmark for equity mutual fund schemes and Mirae Asset India Equity Fund has recently crossed this landmark. Popularity of this fund among Indian mutual fund investors comes on back of strong performance...

In the last 5 years, Mirae Asset Emerging Bluechip Fund has emerged as the best performer in the large and midcap equity funds segment (please see top performing large and midcap funds in our MF Research section). For the benefit of readers...

Principal Tax Savings Fund is one of the best performing equity linked savings schemes (ELSS) in the last 5 years. Section 80C of Income Tax Act 1961 allows tax payers to claim deduction of up to Rs 1.5 Lakhs by investing in mutual fund...

Reliance Mutual Fund has announced the third tranche of Further Funds Offer (FFO) for CPSE ETF. The CPSE ETF is an innovative initiative of the Government to disinvest its stake in select Public Sector companies through the exchange...

Aggressive Hybrid Funds are excellent investment options for investors who want capital appreciation in the long term, but do not have appetite for high volatility. These funds invest 65 to 80% of their asset corpus in equity and equity related...

Principal Emerging Bluechip Fund has just completed 10 years since launch. If you had invested Rs 1 Lakh in this scheme at the time of its NFO, your investment would have grown to Rs 10 Lakhs. In compounded annual growth rate (CAGR)...

Conservative Hybrid Funds, formerly also popularly known as Monthly Income Plans, are a sub-category of hybrid mutual funds, which invest 10 – 25% of their assets in equity and equity related securities and the balance in debt securities...

Aggressive Hybrid Funds are equity oriented hybrid mutual fund schemes, where minimum equity allocation is 65%. Aggressive Hybrid Funds enjoy equity taxation. Long term capital gains (investment tenure of more than 1 year) up to Rs 1 Lakh...